FCTDX vs. SPY
Compare and contrast key facts about Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and SPDR S&P 500 ETF (SPY).
FCTDX is managed by Fidelity. It was launched on Mar 20, 2018. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FCTDX or SPY.
Correlation
The correlation between FCTDX and SPY is 0.98, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FCTDX vs. SPY - Performance Comparison
Key characteristics
FCTDX:
0.04
SPY:
0.30
FCTDX:
0.18
SPY:
0.56
FCTDX:
1.03
SPY:
1.08
FCTDX:
0.03
SPY:
0.31
FCTDX:
0.14
SPY:
1.40
FCTDX:
4.97%
SPY:
4.18%
FCTDX:
19.00%
SPY:
19.64%
FCTDX:
-34.51%
SPY:
-55.19%
FCTDX:
-15.27%
SPY:
-13.86%
Returns By Period
The year-to-date returns for both stocks are quite close, with FCTDX having a -9.69% return and SPY slightly lower at -9.91%.
FCTDX
-9.69%
-7.01%
-11.67%
1.41%
11.23%
N/A
SPY
-9.91%
-6.90%
-9.38%
6.72%
14.62%
11.59%
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FCTDX vs. SPY - Expense Ratio Comparison
FCTDX has a 0.61% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
FCTDX vs. SPY — Risk-Adjusted Performance Rank
FCTDX
SPY
FCTDX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FCTDX vs. SPY - Dividend Comparison
FCTDX's dividend yield for the trailing twelve months is around 1.29%, less than SPY's 1.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCTDX Strategic Advisers Fidelity U.S. Total Stock Fund | 1.29% | 1.16% | 1.05% | 1.22% | 0.80% | 1.33% | 1.50% | 1.15% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.36% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
FCTDX vs. SPY - Drawdown Comparison
The maximum FCTDX drawdown since its inception was -34.51%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for FCTDX and SPY. For additional features, visit the drawdowns tool.
Volatility
FCTDX vs. SPY - Volatility Comparison
The current volatility for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) is 13.14%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.52%. This indicates that FCTDX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.